Reporting

Access to reports on all client, beneficiary, and monetary activity is included within the PTS software and fully exportable.

Call 020 7190 9988 to discuss your business requirements or Book A Demo

Performance Data

Enabling you the ability to analyse your companys’ performance.

Beneficiary Data

Historical data stored and saved on the PTS Software allowing accurate figures.

Exporting

The PTS software allows you to export your data to a mulitude of platforms.

Part of the PTS Software is reporting, this is in place to allow your company to view and export transaction history for debits and credits along with historical data pertaining to individual client files.

A complete overview of your business is available through the Reporting functionality on the PTS Software allowing for a detailed forecast projections.

FAQs

What would I use the Report function for?

When trading, it is often required to view historical data for cost analysis and forward projections.

How easy is the Software's Reporting function?

The Reporting function is simple and easy to use with options including Date ranges, Currencies and Beneficiaries.

How do I export my data?

A simple clickable export function is used to export your data into numerous external programs including Microsoft Excel.

Who has access to my Reporting?

PTS Software user levels specifies who can access your Reports. These levels are set and manged by you.

Call us on 020 7190 9988 to discuss your business requirements or Contact us.

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